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Inefficient Refineries Hit By Global Glut

The closure of the Mohammedia refinery supports our view that smaller, less efficient refineries in emerging markets will struggle to compete due to the increase in global refining capacity. We...

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Sakhalin Targeted To Stem Condensate Growth

The US is adding major gas condensate fields to the list of sanctioned assets in order to increase pressure on the Russian oil and gas sector. Production of condensate has been a major driver in...

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Agribusiness Sector Strategy

We maintain our belief that downstream dairy companies will perform strongly. We also highlight our view that fertiliser companies with large nitrogen operations will perform well over 2015, as well...

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KRG To Sustain Independent Exports

Independent oil exports from the Kurdistan Region of Iraq will sustain in H215 while the central Iraqi government budget remains strained by low revenues and high expenditure. This will put the KRG...

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